Managing Clients
Adding Clients
How do I add a new client?
Ready to register a new patient? Adding a client takes just a minute and you can always add more details later.
Let's Add Your Client
- Go to Clients from the main menu on the left
- Click the "Add Client" button in the top right corner
- Upload a profile photo if you have one by dragging and dropping an image or clicking Upload Files
- Enter the client's name in the Name field, which is the only required field
- Choose a department from the dropdown if your clinic uses departments like OT, SLT, or Psychology
- Select the date of birth by clicking the date field and picking from the calendar
- Pick the gender by clicking Male or Female
- Scroll down to add contact details including Phone, Email, and Address
- Click Submit and you're all set!
Your new client will appear in the client list right away and you can start scheduling sessions for them.
Good to Know
- Profile images are optional and support formats like PNG, JPG, JPEG, GIF, and WEBP
- The Department field links the client to a specific service area, which helps with organizing and reporting
- Most fields besides Name are optional, so don't worry if you don't have all the information right away
Related Topics
- How do I edit client information?
- How do I assign a therapist to a client?
Common Questions
- What happens if I click Submit without entering a name? The system will show an error and won't let you save until you fill in the Name field since it's required.
- Can I change the client's information after adding them? Yes, if your role has permission to edit client profiles, you can update their information anytime.
What information do I need to register a client?
The only required field is the client's name! Everything else is optional but helpful.
Helpful Information to Gather
- Name is required so you can identify the client
- Date of birth helps calculate their age automatically
- Department connects them to the right therapy area
- Phone and email for family contact information
- Address for records and correspondence
Good to Know
- You can always add more details later as you gather information
- The more complete the profile, the easier it is to track and report on progress
Related Topics
- How do I add a new client?
- How do I edit client information?
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